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ghostfolio/CHANGELOG.md

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Changelog

All notable changes to this project will be documented in this file.

The format is based on Keep a Changelog, and this project adheres to Semantic Versioning.

Unreleased

Added

  • Added the license to the about page
  • Added a validation for environment variables
  • Added support for feature flags to simplify the initial project setup

Changed

  • Changed the about page for the new license
  • Optimized the data management for historical data
  • Optimized the exchange rate service

0.85.0 - 16.04.2021

Changed

  • Refactored many frontend components
  • Changed the routing to routerLink for an improved navigation experience
  • Simplified the initial project setup

0.84.0 - 11.04.2021

Fixed

  • Fixed static portfolio analysis rules (Currency Cluster Risk) if no positions in base currency
    • Initial Investment: Base Currency
    • Current Investment: Base Currency

0.83.0 - 11.04.2021

Added

  • Added a new static portfolio analysis rule: Fees in relation to the initial investment

Changed

  • Reset the cache on the server start

Fixed

  • Fixed an issue in the portfolio update on deleting a transaction
  • Fixed an issue in the X-Ray section (missing redirection on logout)

0.82.0 - 10.04.2021

Added

  • Added a gradient to the line charts
  • Added a selector to set the base currency on the account page

0.81.0 - 06.04.2021

Added

  • Added support for assets in GBP
  • Added an error handling with messages in the client

Changed

  • Changed the Ghostfolio SaaS (cloud) from a nano to a micro instance for a better performance

0.80.0 - 05.04.2021

Changed

  • Improved the spacing in the header
  • Upgraded chart.js from version 2.9.4 to 3.0.2

0.79.0 - 04.04.2021

Changed

  • Refactored the data management services
  • Upgraded bootstrap from version 4.5.3 to 4.6.0
  • Upgraded date-fns from version 2.16.1 to 2.19.0
  • Upgraded ionicons from version 5.4.0 to 5.5.1
  • Upgraded lodash from version 4.17.20 to 4.17.21
  • Upgraded ngx-markdown from version 11.1.0 to 11.1.2
  • Upgraded ngx-skeleton-loader from version 2.6.2 to 2.9.1
  • Upgraded prisma from version 2.18.0 to 2.20.1

0.78.0 - 04.04.2021

Added

  • Added a spinner to the create or edit transaction dialog
  • Added support for the back button in
    • portfolio performance chart dialog
    • position detail dialog
    • create transaction dialog
    • edit transaction dialog

Changed

  • Improved the single platform rule by adding the number of platforms

0.77.1 - 03.04.2021

Changed

  • Minor improvements

0.77.0 - 03.04.2021

Added

  • Added support for base currency in user settings
  • Added an investment risk disclaimer to the footer
  • Added two more static portfolio analysis rules:
    • Currency Cluster Risk (current investment)
    • Platform Cluster Risk (current investment)

Changed

  • Grouped the X-Ray section visually in Currency Cluster Risk and Platform Cluster Risk

0.76.0 - 02.04.2021

Added

  • Added two more static portfolio analysis rules:
    • Currency Cluster Risk (base currency)
    • Platform Cluster Risk (single platform)

Fixed

  • Fixed an issue in the X-Ray section (empty portfolio)

0.75.0 - 01.04.2021

Fixed

  • Fixed an issue in the exchange rate service occurring on the first day of the month

0.74.0 - 01.04.2021

Added

  • Added a Create Account message in the Live Demo
  • Added skeleton loaders to the X-Ray section

Changed

  • Improved the alignment of the Why Ghostfolio? section
  • Improved the styling of the Fear & Greed Index (market mood)

0.73.0 - 31.03.2021

Added

  • Added the Fear & Greed Index (market mood) to the portfolio performance chart dialog
  • Added a link to the info box on the analysis page

Changed

  • Improved the intro text in the X-Ray section

Fixed

  • Fixed the flickering of the Sign in button in the header

0.72.1 - 30.03.2021

Fixed

  • Fixed an issue with updating or resetting the platform of a transaction

0.72.0 - 30.03.2021

Added

  • Added an intro text to the X-Ray section

Changed

  • Improved the editing of transactions
  • Harmonized the page titles

Fixed

  • Fixed an issue with wrong transaction dates

0.71.0 - 28.03.2021

Added

  • Added the second static portfolio analysis rule: Platform Cluster Risk

Changed

  • Improved the styling in the X-Ray section

0.70.0 - 27.03.2021

Added

  • Added the current Fear & Greed Index as text
  • Extended the landing page text: Ghostfolio empowers busy folks...
  • Added the first static portfolio analysis rule in the brand new X-Ray section

Changed

  • Improved the spacing in the footer

0.69.0 - 27.03.2021

Added

  • Added the current Fear & Greed Index to the resources page

0.68.0 - 26.03.2021

Changed

  • Improved the performance of the position detail dialog

Fixed

  • Fixed a scroll issue in dialogs

0.67.0 - 26.03.2021

Added

  • Added an experimental API to get historical data for benchmarks

0.66.0 - 25.03.2021

Added

  • Added a chevron to the position
  • Added an experimental API to get benchmark data

0.65.0 - 24.03.2021

Added

  • Added a legend to the portfolio performance chart
  • Added a placeholder to the filter of the transactions table

Changed

  • Changed the regular data management check to a smarter approach

0.64.0 - 23.03.2021

Added

  • Added an index to the market data database table

Changed

  • Optimized the other dialogs for mobile (full screen and close button)

0.63.0 - 22.03.2021

Changed

  • Improved the transactions table
  • Optimized the position detail dialog for mobile (full screen and close button)

0.62.0 - 21.03.2021

Fixed

  • Fixed an issue while loading data concurrently via the date range component

0.61.0 - 21.03.2021

Fixed

  • Fixed an issue in the performance calculation if there are only transactions from today

0.60.0 - 20.03.2021

Added

  • Added a button to create the first transaction on the analysis page

Fixed

  • Fixed an issue on the analysis page if there are only transactions from today

0.59.0 - 20.03.2021

Added

  • Extended the landing page text: Why Ghostfolio?
  • Extended the glossary of the resources page

0.58.0 - 20.03.2021

Added

  • Added meta data for Open Graph and Twitter Cards
  • Added meta data: description and keywords

Changed

  • Improved the icon

Fixed

  • Fixed the sitemap.xml file

0.57.0 - 19.03.2021

Added

  • Added the sitemap.xml file
  • Added a resources page
  • Added a chart to the landing page

Changed

  • Improved the performance chart
  • Improved the average buy price in the position detail chart
  • Improved the style of the active page in the navigation on mobile

0.56.0 - 18.03.2021

Added

  • Added the quantity and investment in the position detail dialog

Changed

  • Improved the performance chart
  • Improved the performance calculation
  • Improved the average buy price in the position detail chart

0.55.0 - 16.03.2021

Changed

  • Improved the performance calculation

0.54.0 - 15.03.2021

Added

  • Added another Create Account button at the end of the landing page

Fixed

  • Fixed an issue in the position detail chart if the position has been bought today (no historical data)
  • Fixed an issue in the transaction service with unordered items

0.53.0 - 14.03.2021

Added

  • Set up database backup

Changed

  • Improved site.webmanifest

0.52.0 - 14.03.2021

Changed

  • Added the membership status to the account page

Fixed

  • Fixed an issue in the chart (empty portfolio)

0.51.0 - 14.03.2021

Changed

  • Changed the default number of rows from 10 to 7 in the positions table

0.50.1 - 13.03.2021

Fixed

  • Fixed the button to expand rows in the positions table

0.50.0 - 13.03.2021

Added

  • Added filters to switch between Original Shares vs. Current Shares in pie charts
  • Added a button to expand rows in the positions table

Changed

  • Ordered platforms by name in edit transaction dialog
  • Modularized the date range component

Fixed

  • Fixed the error handling for the data management (errors in nested data)

0.49.0 - 13.03.2021

Added

  • Added additional portfolio filters for 1Y and 5Y
  • Added an error handling for the data management

Changed

  • Improved the pricing section

0.48.1 - 11.03.2021

Fixed

  • Fixed the about page for unauthorized users

0.48.0 - 11.03.2021

Added

  • Added a pricing section

Changed

  • Improved the positions and transactions table
    • Harmonized alignment
    • Enabled position detail dialog

0.47.0 - 10.03.2021

Added

  • Added a positions table with information about Original Shares vs. Current Shares
  • Added data management to control panel

0.46.0 - 09.03.2021

Added

  • Added permission based access-control
  • Added an admin control panel

0.45.0 - 08.03.2021

Changed

  • Changed the data management of benchmarks with extended persistency
  • Changed the data management of currencies with extended persistency

0.44.0 - 07.03.2021

Changed

  • Changed the data management with extended persistency
  • Upgraded prisma from version 2.16.1 to 2.18.0
  • Upgraded angular from version 11.0.9 to 11.2.4

0.43.0 - 04.03.2021

Fixed

  • Fixed missing columns (Quantity, Unit Price and Fee) in transactions table
  • Fixed displaying edit transaction dialog in impersonation mode
  • Fixed /.well-known/assetlinks.json for TWA

0.42.0 - 03.03.2021

Changed

  • Improved the skeleton loader (minor)

Fixed

  • Fixed the portfolio unit tests

0.41.0 - 02.03.2021

Added

  • Added the possibility to create or edit a transaction with a platform

Changed

  • Increased the token expiration duration

Fixed

  • Only show relevant data in the position detail dialog
  • Improved the performance chart styling in Safari

0.40.0 - 01.03.2021

Fixed

  • Fixed the calculation issues occurring on the first day of each month
  • Harmonized the percent value formatting

0.39.0 - 28.02.2021

Changed

  • Improved the buy price in the position detail dialog

Fixed

  • Fixed the (hidden) header issue

0.38.0 - 26.02.2021

Added

  • Added /.well-known/assetlinks.json for TWA

0.37.0 - 25.02.2021

Added

  • Added a benchmark (S&P 500) to the portfolio performance chart

0.36.1 - 24.02.2021

Changed

  • Minor improvements in the transactions table

0.36.0 - 24.02.2021

Added

  • Added the possibility to edit a transaction

0.35.0 - 23.02.2021

Changed

  • Added transparent background to header
  • Harmonized currency value formatting

Fixed

  • Fixed header issue with (not) signed in

0.34.0 - 21.02.2021

Changed

  • Improved skeleton loader of position
  • Simplified sign in / sign up flow

0.33.0 - 21.02.2021

Added

  • Added favicon and site.webmanifest

Changed

  • Set font style of numbers to tabular
  • Rename Orders to Transactions

Security

  • Additionally hash the Security Token (no more stored in plain text)

0.32.0 - 20.02.2021

Added

  • Added a landing page text: How does Ghostfolio work?
  • Added the Independent & Bootstrapped badge to the about page

0.31.0 - 20.02.2021

Added

  • Added a changelog to the about page
  • Added a twitter account to the about page
  • Added the version to the about page

0.30.0 - 19.02.2021

Added

  • Added an about page

0.29.0 - 19.02.2021

Added

  • Added a landing page text: Why Ghostfolio?

0.28.2 - 17.02.2021

Added

  • Added caching for the portfolio (Redis)